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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
851
Vicus Capital
Pennsylvania
$258K +$43.9K +258 +21%
CT
852
Caldwell Trust
Florida
$257K -$3.57K -21 -1%
TCM
853
TruNorth Capital Management
Michigan
$257K – – –
CFO
854
Colony Family Offices
North Carolina
$256K -$30.8K -181 -11%
CSB
855
City State Bank
Iowa
$256K – – –
AWM
856
Atticus Wealth Management
Florida
$256K +$9.53K +56 +4%
BFA
857
Brown Financial Advisory
Alabama
$255K – – –
CT
858
Coastline Trust
Rhode Island
$255K – – –
PIA
859
Panoramic Investment Advisors
Colorado
$252K +$1.19K +7 +0.5%
LSA
860
Lion Street Advisors
Texas
$251K +$15.1K +89 +5%
KCM
861
Kennicott Capital Management
California
$251K – – –
BRWA
862
B. Riley Wealth Advisors
Florida
$250K -$4.1M -24,115 -94%
OA
863
Operose Advisors
Wisconsin
$250K +$13.3K +78 +6%
BFPW
864
BOK Financial Private Wealth
Colorado
$249K – – –
CIA
865
Capital Investment Advisors
Georgia
$249K +$340 +2 +0.1%
GWP
866
Gen-Wealth Partners
Michigan
$247K – – –
PWMAG
867
Pinnacle Wealth Management Advisory Group
New Jersey
$247K – – –
RC
868
Roundview Capital
New Jersey
$247K – – –
PIN
869
Prudent Investors Network
California
$246K +$9.7K +57 +4%
BW
870
Blalock Williams
Alabama
$246K – – –
TF
871
Theory Financial
Colorado
$244K – – –
GAM
872
Gemmer Asset Management
California
$243K -$5.1K -30 -2%
SFP
873
Shepherd Financial Partners
Massachusetts
$242K – – –
PFWA
874
Paces Ferry Wealth Advisors
Georgia
$242K +$9.53K +56 +4%
MWP
875
Meriwether Wealth & Planning
Louisiana
$242K – – –
33 34
35
36 37